Catalyst Financial Partners’s UnitedHealth UNH Stock Holding History

Catalyst Financial Partners’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.82M	Buy	6,717 +790	+13%	+$235K	0.21%	56
2025 Q4	$1.96M	Buy	5,927 +746	+14%	+$253K	0.22%	49
2025 Q3	$1.79M	Buy	5,181 +1,087	+27%	+$329K	0.22%	49
2025 Q2	$1.28M	Sell	4,094 -591	-13%	-$226K	0.14%	63
2025 Q1	$2.45M	Buy	4,685 +206	+5%	+$105K	0.45%	33
2024 Q4	$2.27M	Buy	4,479 +15	+0.3%	+$8.52K	0.43%	33
2024 Q3	$2.61M	Buy	4,464 +139	+3%	+$78.6K	0.51%	29
2024 Q2	$2.2M	Buy	4,325 +382	+10%	+$187K	0.48%	29
2024 Q1	$1.89M	Sell	3,943 -128	-3%	-$65.1K	0.49%	30
2023 Q4	$2.14M	Buy	4,071 +232	+6%	+$124K	0.61%	27
2023 Q3	$1.94M	Buy	3,839 +649	+20%	+$319K	0.62%	28
2023 Q2	$1.53M	Buy	3,190 +287	+10%	+$140K	0.55%	27
2023 Q1	$1.37M	Buy	2,903 +211	+8%	+$102K	0.59%	28
2022 Q4	$1.43M	Buy	+2,692	New	+$1.43M	0.73%	26

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Catalyst Financial Partners's UNH Position: Q1 2026 in Review

Catalyst Financial Partners increased its UnitedHealth (UNH) stake by 13% in Q1 2026, buying an estimated $235K and bringing the position to 6,717 shares worth $1.82M. The position accounts for 0.21% of the portfolio, ranked #56.

Catalyst Financial Partners first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.61M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Catalyst Financial Partners held 6,717 shares of UnitedHealth worth $1.82M as of Q1 2026.
Catalyst Financial Partners bought 790 UnitedHealth shares in Q1 2026, an estimated $235K.
UnitedHealth made up 0.21% of Catalyst Financial Partners's portfolio in Q1 2026, its #56 holding.
Catalyst Financial Partners first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
Catalyst Financial Partners's UnitedHealth position peaked at $2.61M in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.